Need a dedicated date table. There's a small function I wrote that will make a quick one. It's in the Power Query Editor. Has dates, month name, month number (important for sorting the month name correctly) and the year. Use this table to put filters on. Be it in a table, slicer, page filter, etc. This table is related to each of your fact tables (1 : M )

Re: Relative Date Function - IF Past do 'X', IF Present do 'Y'

Thanks @v-lili6-msft. I think this is the right way to go. I tried a number of methods based on the links you shared, but still getting the same result. Below is a link to what I have attempted (I will edit the original post with the same link).